Adult Center for Enrichment Inc (EIN 561599072) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Stephen Fleming

Tax Period

2024-01-01 to 2024-12-31

Adult Center for Enrichment Inc, founded in 1988, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 13% surplus.

Mission

To exceed the needs of a diverse and evolving population of older adults through innovative and supportive home and community based services.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $643,715

Program Service Revenue $3,502,523

Investment Income $26,539

Other Revenue $4,480

TOTAL REVENUE $4,177,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,936,157

Fundraising Expenses $16,894

Program Expenses $3,232,269

Other Expenses $682,457

TOTAL EXPENSES $3,618,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,177,257	$4,096,593	+0.0%
Expenses	$3,618,614	$3,550,616	+0.0%
Net Income	$558,643	$545,977	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$963,451

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aashka Mehta	Chair	1.00	Director	$0	$0	$0
Keith Volz	Vice Chair - Asst Treasurer	1.00	Officer Director	$0	$0	$0
Ginna Freyaldenhoven	Secretary	1.00	Officer Director	$0	$0	$0
Jaqueline Debrew	Board Member	1.00	Director	$0	$0	$0
Art Fitchett	Board Member	1.00	Director	$0	$0	$0
Barbara James	Board Member	1.00	Director	$0	$0	$0
Karen McKeithen Schaede	Board Member	1.00	Director	$0	$0	$0
Stan Park	Board Member	1.00	Director	$0	$0	$0
Tiffany Reed	Board Member	1.00	Director	$0	$0	$0
Kathy White	Board Member	1.00	Director	$0	$0	$0
Stephen P Fleming	President CEO	1.00	Officer	$0	$28,016	$549,387
K Alan Tutterow	CFO - Treasurer	1.00	Officer	$0	$17,130	$414,064
Anita BrockCarter	Executive Director Memory Care	40.00	Highest	$0	$0	$112,630

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,177,257	$3,618,614	$3,488,149	$558,643
2023	$4,096,593	$3,550,616	$2,933,242	$545,977
2022	$3,703,625	$3,528,406	$2,973,438	$175,219
2021	$4,332,250	$4,092,439	$2,389,034	$239,811
2020	$4,565,870	$4,300,094	$2,177,741	$265,776
2019	$5,068,467	$5,054,287	$2,360,818	$14,180
2018	$5,468,735	$5,189,568	$2,556,471	$279,167

Adult Center for Enrichment Inc